Bloomberg Brief: Speaking of participants, a lot of commodity hedge funds got hit pretty hard by the sell-off earlier this month. Any theories what that might be about?
Jennifer Fan, Arrowhawk Capital Partners: A lot of funds’ decisions to focus on directional trading, particularly in light of the late move, is at least in part based on their capacity. Many of these funds are large, due to the fee incentive to grow as big as possible as fast as possible, and for that you need to run mostly directional bets that provide the units of volatility for the size of the markets. For us, if we’re doing things like Skype-ing farmers and trading ocean freight to get an informational edge the best way to generate alpha is through some of the examples I mentioned earlier. for this type of investing there are constraints, so we tend to be very conservative about capacity.
BB: Hang on. Skype-ing farmers?
JF: I Skype with farmers. Farmers love Skype.
Show me your boobs
Remain calm, all is well
-Former MotherRock Quant
Jennifer Fan doesn’t really get Farmville, does she?
Chat Roulette is more about dick flashing, actually.
want a jolly rancher?
BessCam!
If you Skype with the trade room at Arcadia and Parnon you’ll see a lot of boobs according to the CFTC.
I would tell a joke about my dick but it’s a long one.
I think she’s dreamy
Take your top off and I’ll give you my crop report like Clarence Beakes…
-Skypeing Farmer
Our organic commodities fund prefers to send smoke signals to farmers.
Check out her interview on B Berg TV on April 28th. She’s saying they (she and her hedge fund) like gold, palladium and corn. And then check out the charts for said commodities – she damn near top-ticked each of those markets!
She is hot though, in a graduated-from-NYU-at-19 kind of way…
any farmer that knows how to skype also knows how to play naive hedge fund analysts
Sounds like you should join the Fan club…
Wow! Bloomberg charges $2,000/yr for a subscription to the ? For that price you can get your own terminal which in turn has a free subscription to it.
-Guy who noticed this
Bloomberg subscriptions are more like 2k/month…
Yeah, my mind slipped me. Apologies. However, per the add for the newsletter subscription- you only get one of those a week. I get them to my bb inbox every morning, total ripoff.